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BTZ · Blackrock Credit Allocation Income Trust

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$9.94 -0.07 (-0.65%)
Market Cap
$933.24M
Shares
93.32M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 157
Total Value: $345,146,023
Total Shares: 34,130,307
Showing 1–100 of 157 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 156 13F filers
Top Holder
20.4%
Jun 2023 → Mar 2026 · range 15.4% – 20.4%
of institutional value
Top 5
58.9%
Jun 2023 → Mar 2026 · range 52.5% – 59.4%
of institutional value
Top 10
72.4%
Jun 2023 → Mar 2026 · range 65.2% – 74.9%
of institutional value
HHI
933
Jun 2023 → Mar 2026 · range 765 – 933
Broadly held
Showing 100 of 157
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid SIT INVESTMENT ASSOCIATES INC $70,112,796 20.31% 6,941,861
Mega MORGAN STANLEY $51,678,828 14.97% 5,116,716
Mega BANK OF AMERICA CORP /DE/ Bank $46,406,449 13.45% 4,594,698
Large GUGGENHEIM CAPITAL LLC $19,389,766 5.62% 1,919,779
Mega RAYMOND JAMES FINANCIAL INC $15,273,745 4.43% 1,512,252
Mega Invesco Ltd. $12,589,912 3.65% 1,246,526
Mega WELLS FARGO & COMPANY/MN $10,184,162 2.95% 1,008,333
Mega LPL Financial LLC $8,763,194 2.54% 867,643
Mid Sowell Financial Services LLC $7,782,202 2.25% 761,468
Mega ROYAL BANK OF CANADA Bank $7,698,421 2.23% 762,220
Mid Capital Investment Advisors, LLC $7,366,051 2.13% 729,312
Large Allspring Global Investments Holdings, LLC $6,233,730 1.81% 617,201
Mega UBS Group AG $6,012,175 1.74% 595,265
Mid D.A. DAVIDSON & CO. $4,989,618 1.45% 488,221
Small Rareview Capital LLC $4,294,300 1.24% 420,186
Mega AMERIPRISE FINANCIAL INC $3,749,271 1.09% 371,215
Large COHEN & STEERS, INC. $3,343,322 0.97% 331,022
Mid CARY STREET PARTNERS FINANCIAL LLC $3,319,680 0.96% 324,822
Large Steward Partners Investment Advisory, LLC $3,235,141 0.94% 320,311
Small Smith Asset Management Co., LLC $2,793,565 0.81% 273,343
Mid Edgemoor Investment Advisors, Inc. $2,603,810 0.75% 257,803
Large Thrivent Financial for Lutherans $2,427,140 0.70% 240,311
Large Cetera Investment Advisers $2,384,296 0.69% 236,069
Mega FIRST TRUST ADVISORS LP $2,117,798 0.61% 209,683
Mid WOLVERINE ASSET MANAGEMENT LLC $1,960,298 0.57% 194,089
Micro Emissary Wealth LLC $1,365,759 0.40% 133,636
Mid Advisors Asset Management, Inc. $1,295,112 0.38% 128,229
Mid Karpus Management, Inc. $1,224,625 0.35% 121,250
Small Waterfront Wealth Inc. $1,175,862 0.34% 116,422
Mid IBEX WEALTH ADVISORS $1,084,229 0.31% 106,089
Large Focus Partners Wealth $1,068,782 0.31% 105,820
Mid READYSTATE ASSET MANAGEMENT LP $1,015,999 0.29% 100,594
Mega JANE STREET GROUP, LLC $984,244 0.29% 97,450
Mid RIVERBRIDGE PARTNERS LLC $952,299 0.28% 93,180
Small 1607 Capital Partners, LLC $919,362 0.27% 91,026
Small Marks Group Wealth Management, Inc $912,370 0.26% 89,273
Small Stolper Co $897,050 0.26% 87,774
Mid ELEVATION POINT WEALTH PARTNERS, LLC $823,735 0.24% 81,558
Mid Vestmark Advisory Solutions, Inc. $823,725 0.24% 81,557
Micro FELL CAPITAL MANAGEMENT /ADV $819,480 0.24% 80,184
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $781,830 0.23% 77,409
Large Rockefeller Capital Management L.P. $750,955 0.22% 74,352
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $696,263 0.20% 68,937
Mid Chicago Partners Investment Group LLC $576,265 0.17% 57,056
Small PRIVATE TRUST CO NA Bank $560,556 0.16% 54,849
Small Johnson Financial Group, Inc. $542,440 0.16% 53,707
Large OSAIC HOLDINGS, INC. $540,905 0.16% 53,555
Small Noble Wealth Management PBC $536,887 0.16% 52,533
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $532,017 0.15% 52,675
Small Alteri Wealth LLC $526,735 0.15% 52,152
Large Lido Advisors, LLC $523,331 0.15% 51,815
Small Logan Stone Capital, LLC $515,009 0.15% 50,991
Small Shulman DeMeo Asset Management LLC $513,851 0.15% 50,279
Small PIN OAK INVESTMENT ADVISORS INC $501,768 0.15% 49,680
Small Uncommon Cents Investing LLC $483,058 0.14% 47,266
Mid EP Wealth Advisors, LLC $422,048 0.12% 41,787
Small WealthShield Partners, LLC $415,099 0.12% 41,099
Mega ENVESTNET ASSET MANAGEMENT INC $413,039 0.12% 40,895
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $409,393 0.12% 40,534
Small Mezzasalma Advisors, LLC $371,760 0.11% 36,808
Small FLAGSHIP HARBOR ADVISORS, LLC $329,646 0.10% 32,255
Micro Broyhill Asset Management, LLC $328,250 0.10% 32,500
Mid XTX Topco Ltd $328,179 0.10% 32,493
Micro Closed-End Fund Advisors, Inc. $327,448 0.09% 32,040
Mid CHOREO, LLC $317,544 0.09% 31,440
Small Ellis Investment Partners, LLC $312,574 0.09% 30,948
Mid Concurrent Investment Advisors, LLC $305,005 0.09% 29,844
Small Palogic Value Management, L.P. $296,596 0.09% 29,366
Large NewEdge Advisors, LLC $289,718 0.08% 28,685
Mid Virtu Financial LLC $285,628 0.08% 28,280
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $284,555 0.08% 27,843
Large TRUIST FINANCIAL CORP $284,443 0.08% 27,832
Large COMMONWEALTH EQUITY SERVICES, LLC $277,144 0.08% 27,440
Large Mariner, LLC $261,509 0.08% 25,892
Small Park Edge Advisors, LLC $251,463 0.07% 24,605
Mid EVERGREEN CAPITAL MANAGEMENT LLC $243,542 0.07% 23,830
Large MML INVESTORS SERVICES, LLC $242,420 0.07% 24,002
Large Cambridge Investment Research Advisors, Inc. $235,448 0.07% 23,038
Large NOMURA HOLDINGS INC $232,300 0.07% 23,000
Mid Merit Financial Group, LLC $206,995 0.06% 20,254
Micro Mueller Wealth, LLC $204,454 0.06% 20,243
Micro Creekside Partners $195,041 0.06% 19,311
Small 180 WEALTH ADVISORS, LLC $188,211 0.05% 18,416
Mid Private Advisor Group, LLC $180,628 0.05% 17,674
Mid BOOTHBAY FUND MANAGEMENT, LLC $177,951 0.05% 17,619
Mid Waverly Advisors, LLC $175,952 0.05% 17,421
Micro Future Financial Wealth Managment LLC $173,740 0.05% 17,000
Large STIFEL FINANCIAL CORP $172,265 0.05% 17,056
Small Valley Brook Capital Group, Inc. $170,878 0.05% 16,720
Mid Integrated Wealth Concepts LLC $166,033 0.05% 16,439
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $159,994 0.05% 15,655
Large Janney Montgomery Scott LLC $159,448 0.05% 15,787
Mid Prospera Financial Services Inc $154,086 0.04% 15,077
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $153,678 0.04% 15,037
Mid Equitable Holdings, Inc. $145,429 0.04% 14,399
Small NWAM LLC $143,570 0.04% 14,048
Small E&G Advisors, LP $140,954 0.04% 13,792
Mid Clearstead Advisors, LLC $140,581 0.04% 13,919
Large &PARTNERS $138,622 0.04% 13,725
Small INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV $137,970 0.04% 13,500
Key facts CIK 1379384 CUSIP 092508100 13F (30d) 55 filings 55 filers Visit website Investor relations

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